Core Viewpoint - The China Rare Earth Industry Index has shown a recent decline, but it has experienced significant growth year-to-date, indicating a mixed performance in the rare earth sector [1][2]. Group 1: Index Performance - The China Rare Earth Industry Index decreased by 1.08% to 1793.49 points, with a trading volume of 34.123 billion yuan [1]. - Over the past month, the index has increased by 5.22%, by 1.03% over the last three months, and by 14.51% year-to-date [2]. Group 2: Index Composition - The index includes companies involved in rare earth mining, processing, trading, and applications, reflecting the overall performance of listed companies in the rare earth industry [2]. - The top ten weighted companies in the index are: Northern Rare Earth (14.63%), China Rare Earth (6.14%), Wolong Electric Drive (4.72%), Xiamen Tungsten (4.56%), Lingyi Technology (4.4%), Shenghe Resources (4.32%), Greeenmei (4.27%), Baotou Steel (4.2%), China Aluminum (4.2%), and Goldwind Technology (4.14%) [2]. Group 3: Market and Sector Breakdown - The Shanghai Stock Exchange accounts for 51.34% of the index holdings, while the Shenzhen Stock Exchange accounts for 48.66% [2]. - In terms of industry composition, raw materials make up 66.35%, industrial sectors account for 26.72%, and information technology comprises 6.93% [2]. Group 4: Index Adjustment and Fund Tracking - The index samples are adjusted biannually, with changes implemented on the next trading day following the second Friday of June and December, with a sample adjustment limit of 20% [3]. - Public funds tracking the rare earth industry include various ETFs from companies such as Harvest, Huatai-PB, and E Fund [3].

Core Viewpoint - The Chinese automotive industry is experiencing a positive trend with over 10% year-on-year growth in both production and sales in the first five months of the year, driven by favorable policies and new product launches [1] Group 1: Industry Performance - The overall automotive market is showing increased consumer activity, particularly in the new energy vehicle sector, which continues to grow rapidly [1] - The export growth rate of automobiles has significantly improved, indicating a strengthening position in international markets [1] Group 2: Company Developments - Linyi Intelligent Manufacturing plans to acquire a 66.46% stake in Jiangsu Keda for 332 million yuan through convertible bonds and cash, with additional fundraising of up to 207 million yuan [2] - This acquisition will enable Linyi Intelligent Manufacturing to transition from a Tier 2 to a Tier 1 automotive supplier, enhancing its capabilities in automotive interior and exterior parts [2] - Jiangsu Keda, a high-tech enterprise, has 65 patents and serves major automotive manufacturers, providing a strong customer base for Linyi Intelligent Manufacturing [2] Group 3: Financial Insights - Jiangsu Keda's 100% equity is valued at 505 million yuan, with a net asset value of 247 million yuan, reflecting a 104.06% appreciation [3] - Jiangsu Keda is projected to achieve revenues of 815 million yuan and 899 million yuan in 2023 and 2024, respectively, with profit commitments of at least 47 million yuan, 56 million yuan, and 65 million yuan for the years 2025, 2026, and 2027 [3] - Linyi Intelligent Manufacturing's automotive and low-altitude economy business reported revenues of 2.117 billion yuan in 2024, marking a 52.90% year-on-year increase [3]

Core Viewpoint - Linyi Intelligent Manufacturing (领益智造) is acquiring a 66.46% stake in Jiangsu Kedasitern Automotive Technology Co., Ltd. for 332 million yuan, marking a strategic shift from Tier 2 to Tier 1 in the automotive supply chain, enhancing its presence in the automotive interior and exterior parts market [2][3][5] Group 1: Acquisition Details - The acquisition involves issuing convertible bonds and cash payments to eight parties holding the stake in Jiangsu Kedasitern, with a total transaction price of 332 million yuan [3][4] - The estimated value of 100% equity of Jiangsu Kedasitern is 505 million yuan, with a net asset value of 247 million yuan as of December 31, 2024, indicating an asset appreciation of 258 million yuan, or 104.06% [3][4] - The performance commitment includes net profits of no less than 47 million yuan, 56 million yuan, and 65 million yuan for the years 2025, 2026, and 2027, respectively [4] Group 2: Business Transformation and Market Potential - The acquisition will allow Linyi Intelligent Manufacturing to quickly enter the automotive interior parts industry, enhancing its product matrix and customer base [5] - The company plans to leverage its overseas operational experience to assist Jiangsu Kedasitern in expanding its manufacturing capabilities in line with downstream clients [5] - Linyi Intelligent Manufacturing aims to increase its R&D investment significantly, with a total of 9.327 billion yuan allocated for R&D from 2020 to 2024 [2][8] Group 3: Financial Performance and Growth - Linyi Intelligent Manufacturing has reported continuous revenue growth, achieving over 10 billion yuan in revenue for three consecutive quarters, with a 17.11% year-on-year increase in Q1 2025 [7] - The automotive and low-altitude economy business segment saw a revenue increase of 52.90% in 2024, reaching 2.117 billion yuan [7] - The company has established itself as a key supplier in the consumer electronics sector, providing components for major Apple products and expanding its capabilities in AI and XR wearable devices [6][8]

Group 1 - Kaichun Co., Ltd. adjusted the share repurchase price limit from 26.625 yuan/share to 40 yuan/share, effective from June 10, 2025 [1] - Yipin Pharmaceutical's subsidiary received a drug registration certificate for Dexmedetomidine Hydrochloride Injection, a Class 3 chemical drug used for sedation during anesthesia [1] - Bohui Innovation obtained a medical device registration certificate for HPV Genotyping Test Kit, used for qualitative detection of HPV DNA [1][2] Group 2 - Lingyi Zhi Zao's application for issuing convertible bonds and cash payment to acquire 66.46% of Jiangsu Kedasiteng Automotive Technology Co., Ltd. has been accepted by the Shenzhen Stock Exchange [3] - Kemin Food reported a 23.06% year-on-year increase in pig sales in May, with a total of 48,300 pigs sold [4][5] - Meian Sen decided to terminate the issuance of shares to specific objects due to market conditions and strategic considerations [6][7] Group 3 - Zhengbang Technology reported a 146.6% year-on-year increase in pig sales revenue in May, totaling 731 million yuan [9] - Yuanda Holdings plans to reduce the registered capital of its subsidiary from 73 million to 24.3 million USD to optimize asset structure [10] - East China Pharmaceutical's subsidiary received FDA approval for clinical trials of HDM1010 tablets for type 2 diabetes [12] Group 4 - Liangxin Co., Ltd. received a government subsidy of 14.1 million yuan, accounting for 4.52% of its audited net profit for 2024 [13] - Erkang Pharmaceutical's Vitamin B6 Injection passed the consistency evaluation for generic drugs [14] - New Industry received a patent certificate for an antibody related to anti-PIC detection, enhancing detection efficiency [16][15] Group 5 - Dongxing Medical signed a 6 million yuan technology development contract with Shanghai Jiao Tong University for collagen preparation processes [16] - Suchang Chai A's subsidiary will absorb and merge another subsidiary, adjusting internal equity structure [17] - Yibin Technology received a project designation notice from a domestic new energy vehicle company, with an estimated total sales of 256 million yuan over five years [18] Group 6 - Mingchen Health received a cash dividend of 20 million yuan from its subsidiary [19] - Hendi Pharmaceutical obtained a drug registration certificate for Ibuprofen Suspension, a common medication for children [19] - Huaren Pharmaceutical's subsidiary received a drug registration certificate for Dexmedetomidine Hydrochloride Injection, classified as a Category B drug under national medical insurance [20] Group 7 - Enwei Pharmaceutical obtained a renewed drug production license for six key products [21] - Xiaoming Co., Ltd. reported a 45.59% year-on-year increase in chicken product sales in May, totaling 23.25 million birds [23][24] - Shan Natural Gas successfully issued a 350 million yuan short-term financing bond with a 1.78% interest rate [25] Group 8 - Xidamen announced plans for board members to reduce their holdings by up to 581,000 shares [26] - Shentong Technology's shareholder plans to reduce holdings by up to 3% of the company's shares [27] - Saintno Bio plans to distribute a cash dividend of 0.14 yuan per share and a capital increase of 0.4 shares per share [28] Group 9 - *ST King Kong's subsidiary received a debt transfer notice from its controlling shareholder, totaling 364 million yuan [29] - Foxit Software's executives plan to reduce their holdings by a total of 55,800 shares [30] - Youyou Green Energy plans to apply for a bank credit line of up to 1.5 billion yuan [31] Group 10 - Guoxing Optoelectronics plans to distribute a cash dividend of 0.5 yuan per 10 shares [32] - Guangxun Technology plans to distribute a cash dividend of 2.6 yuan per 10 shares [33] - Hanrui Cobalt plans to distribute a cash dividend of 1.5 yuan per 10 shares [35] Group 11 - Tigermed plans to distribute a cash dividend of 3 yuan per 10 shares [37] - Shenliang Holdings plans to distribute a cash dividend of 1.5 yuan per 10 shares [38] - Yishitong plans to distribute a cash dividend of 1 yuan per 10 shares [39]

智通财经6月9日电，领益智造(002600.SZ)公告称，公司拟通过发行可转换公司债券及支付现金的方 式，购买江苏科达斯特恩汽车科技股份有限公司66.46%股权并募集配套资金。近日，公司收到深交所 出具的《关于受理广东领益智造股份有限公司发行可转换为股票的公司债券购买资产并募集配套资金申 请文件的通知》，深交所对公司报送的申请文件进行了核对，认为申请文件齐备，决定予以受理。 领益智造：发行可转换公司债券及支付现金购买资产事项获得深交所受理 ...

| 证券代码：002600 | 证券简称：领益智造 | 公告编号：2025-065 | | --- | --- | --- | | 债券代码：127107 | 债券简称：领益转债 | | 广东领益智造股份有限公司 关于为公司及子公司提供担保的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 二、担保进展情况 近日，公司、公司全资子公司成都领益科技有限公司（以下简称"成都领益"）、 东莞领杰金属精密制造科技有限公司（以下简称"东莞领杰"）、深圳市领略数控 设备有限公司（以下简称"领略数控"）、领胜电子科技（深圳）有限公司（以下 简称"领胜电子"）、领益科技（深圳）有限公司（以下简称"领益科技"）、赛尔 康技术（深圳）有限公司（以下简称"赛尔康技术"）分别和招商银行股份有限公 司深圳分行（以下简称"招商银行"）签订了《票据池业务最高额质押合同》，公 司及以上六个全资子公司在招商银行提供的总额为人民币 50,000 万元（含等值 1 / 4 其他币种）的票据池业务授信额度内提供互相质押担保，质押期间为《票据池业 务最高额质押合同》生效之日起至《票据池业务授信 ...

广东领益智造股份有限公司（以下简称"公司"）拟通过发行可转换公司债 券及支付现金的方式，购买常州优融汽车科技有限公司、上海迈环企业管理合伙 企业（有限合伙）、浙江万里扬企业管理有限公司、芜湖华安战新股权投资基金 合伙企业（有限合伙）、常州青枫云港投资中心（有限合伙）、常州星远创业投资 合伙企业（有限合伙）、常州市超领创业投资合伙企业（有限合伙）和江苏信保 投保联动创业投资合伙企业（有限合伙）合计持有的江苏科达斯特恩汽车科技股 份有限公司 66.46%股权并募集配套资金（以下简称"本次交易"）。 公司近日收到深圳证券交易所（以下简称"深交所"）出具的《关于受理广 东领益智造股份有限公司发行可转换为股票的公司债券购买资产并募集配套资 金申请文件的通知》（深证上审〔2025〕75 号）。深交所根据相关规定对公司报送 的发行可转换为股票的公司债券购买资产并募集配套资金申请文件进行了核对， 认为申请文件齐备，决定予以受理。 | 证券代码：002600 | 证券简称：领益智造 公告编号：2025-064 | | --- | --- | | 债券代码：127107 | 债券简称：领益转债 | 广东领益智造股份有限公司 关于 ...

领益智造（002600）公告，公司拟通过发行可转换公司债券及支付现金的方式，购买江苏科达斯特恩汽 车股份有限公司66.46%股权并募集配套资金。公司近日收到深圳证券交易所出具的《关于受理广东领 益智造股份有限公司发行可转换为股票的公司债券购买资产并募集配套资金申请文件的通知》。深交所 认为申请文件齐备，决定予以受理。本次交易尚需通过深交所审核并取得中国证券监督管理委员会同意 注册的批复，最终能否通过审核、取得注册，以及最终通过审核、取得注册的时间仍存在不确定性。 ...

Core Viewpoint - Lingyi Technology (领益智造) has shown a positive stock performance with a 4.47% increase in share price, reflecting strong market interest and ongoing share repurchase activities [1][2]. Company Announcements - As of May 31, 2025, Lingyi Technology has repurchased a total of 26,400,000 shares, with a total transaction amount of approximately 219.66 million yuan [1][2]. - The company announced a share repurchase plan on April 11, 2025, with a budget between 200 million yuan and 400 million yuan, and a maximum repurchase price of 13.18 yuan per share [1]. - The company has established a dedicated securities account for the repurchase and has disclosed relevant announcements on April 15 and April 19, 2025 [1]. Profit Distribution - The company approved a profit distribution plan on March 27, 2025, proposing a cash dividend of 0.2 yuan per 10 shares, with the ex-dividend date set for May 7, 2025 [2]. - The maximum repurchase price was adjusted to 13.16 yuan per share, with an estimated repurchase quantity of approximately 30,395,136 shares, representing 0.43% of the total share capital [2]. - As of May 31, 2025, the repurchased shares accounted for 0.38% of the total share capital, with the highest and lowest transaction prices recorded at 8.55 yuan and 8.08 yuan per share, respectively [2].

截至6月3日收盘，无线充电概念下跌0.39%，位居概念板块跌幅榜前列，板块内，王子新材跌停，万安 科技、华阳集团、顺络电子等跌幅居前，股价上涨的有21只，涨幅居前的有复旦微电、显盈科技、英思 特等，分别上涨4.41%、3.16%、1.92%。 无线充电概念资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 002735 | 王子新材 | -10.02 | 42.39 | -26640.29 | | 601127 | 赛力斯 | -1.04 | 1.19 | -9222.24 | | 600690 | 海尔智家 | -1.24 | 0.68 | -7901.88 | | 688385 | 复旦微电 | 4.41 | 2.11 | -4494.81 | | 600699 | 均胜电子 | -0.84 | 1.75 | -3782.58 | | 002590 | 万安科技 | -4.29 | 10.97 | -3701.82 | | 002600 | 领益智造 | 0.12 | 1.46 | - ...